Ibew Local 325 Pension Fund — Form 5500 plan (Trustees Of Ibew Local 325 Pension Fund)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ibew Local 325 Pension Fund is a benefit plan reported by Trustees Of Ibew Local 325 Pension Fund under EIN 16-6098105 and plan number 001. The latest loaded filing year is 2023. The filing reports 585 participants and $68,344,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees Of Ibew Local 325 Pension Fund
- EIN
- 16-6098105
- Plan number
- 001
- Plan type
- 1
- Location
- Binghamton, NY
- Latest filing year
- 2023
- Participants
- 585
- End-of-year plan assets
- $68,344,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 585 | H, C | 20250616120923NAL0000483859003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,344,011
- Total liabilities (EOY)
- $68,456
- Net assets (EOY)
- $68,275,555
- Net assets (BOY)
- $61,878,661
Income & contributions
- Employer contributions
- $5,639,600
- Total contributions
- $5,639,600
- Total income / additions
- $12,459,074
Expenses & distributions
- Benefits paid
- $5,372,956
- Administrative expenses
- $689,224
- Total expenses
- $6,062,180
- Net increase / (decrease)
- $6,396,894
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Manning & Napier | PARTY IN INTEREST | $64,317 | $0 | 2023 |
| Bolton Partners Northeast, Inc. | NONE | $45,337 | not reported in the loaded dataset | 2023 |
| Blitman & King | NONE | $43,657 | not reported in the loaded dataset | 2023 |
| Investment Performance Services, Ll | NONE | $42,750 | not reported in the loaded dataset | 2023 |
| Principal | NONE | $40,983 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill | NONE | $30,049 | not reported in the loaded dataset | 2023 |
| D'Arcangelo & Co., Llp | NONE | $17,100 | not reported in the loaded dataset | 2023 |
| Jpmorgan Chase Bank National | NONE | $16,313 | not reported in the loaded dataset | 2023 |
| Joseph W. Mccarthy & Associates | NONE | $14,878 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees Of Ibew Local 325 Pension Fund
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Binghamton, NY
- Manning & Napier — Schedule C compensation
- Bolton Partners Northeast, Inc. — Schedule C compensation
- Blitman & King — Schedule C compensation
- Investment Performance Services, Ll — Schedule C compensation
- Principal — Schedule C compensation
- Segall Bryant & Hamill — Schedule C compensation
- D'Arcangelo & Co., Llp — Schedule C compensation
- Jpmorgan Chase Bank National — Schedule C compensation
- Joseph W. Mccarthy & Associates — Schedule C compensation